Sales Assistant

SALES ASSISTANT

Duties and Responsibilities

• Territorial Client Prospecting
• Identify potential clients within the assigned territory.
• Prioritize areas where multiple qualified prospects can be visited within one field activity.
• Research and identify established businesses, offices, institutions, projects, and other potential clients.
• Identify decision-makers, purchasing personnel, project officers, or relevant contacts.
• Develop a territorial client database and continuously add qualified prospects.
• Field Visits
• Conduct scheduled client visits within the assigned territory.
• Visit both existing and potential clients for business development purposes.
• Establish professional relationships with prospective clients.
• Introduce the company's products and services.
• Determine the client's current and future requirements.
• Gather information regarding upcoming projects, procurement requirements, and purchasing activities.
• Maintain regular face-to-face communication with important clients and prospects.
• Lead Generation
• Generate qualified sales leads through field activities.
• Identify actual product, service, and project requirements.
• Determine the potential value and urgency of each opportunity.
• Identify the client's purchasing timeline and decision-making process.
• Gather RFQs, product specifications, project details, or other available requirements.
• Identify additional opportunities from clients and surrounding businesses.
• Client Development
• Establish new client connections.
• Develop new accounts within the assigned territory.
• Maintain relationships established during field visits.
• Follow up prospects and newly established contacts.
• Encourage prospects to submit inquiries and requirements to the company.
• Develop potential clients into active accounts.
• Opportunity Endorsement to Sales Team

The Sales Field Shall Identify And Develop The Opportunity But Shall Properly Endorse The Qualified Requirement To The Designated Sales Team For Quotation And Sales Processing.The Endorsement Should Contain

• Client/Company Name
• Contact Person
• Position
• Contact Details
• Location
• Product/Service Required
• Project or Requirement Details
• Quantity, if available
• Target Purchase Date
• Estimated Budget, if available
• Existing Supplier, if known
• Client's specific requirements
• Recommended next action
• Supporting documents/photos, if applicable
• Territorial Account Development
• Maintain a list of established and potential clients per territory.
• Group field visits geographically to maximize time and transportation costs.
• Identify clusters of potential clients within the same area.
• Build a continuous pipeline of prospects within the assigned territory.
• Revisit qualified prospects based on their purchasing timeline.
• Coordinate with the Sales officerr egarding newly established clients and opportunities.
• Field Reporting

After every field activity, the Sales assistant shall submit an accomplishment report containing:

• Clients visited
• Contact persons met
• Purpose of visit
• Client requirements
• New prospects identified
• Sales opportunities generated
• Quotations requested
• Follow-up actions
• Next scheduled visit
• Other relevant observations

Primary Accountability The sales assistant is accountable for generating new client connections, developing territories, conducting productive client visits, identifying sales opportunities, and endorsing qualified leads to the Sales Team for quotation and conversion.